Merrill Lynch Financial Advisor Richard Velez
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 555 California St 9th Floor, San Francisco, CA 94104
- Phone
- (415) 274-6061
- Website
- advisor.ml.com
- Neighborhood
- Financial District-South Beach
- County
- San Francisco County
Hours
- Monday: 7 AM–3 PM
- Tuesday: 7 AM–3 PM
- Wednesday: 7 AM–3 PM
- Thursday: 7 AM–3 PM
- Friday: 7 AM–3 PM
- Saturday: Closed
- Sunday: Closed
About
Merrill Lynch Financial Advisor Richard Velez is a financial consulting and planning practice in San Francisco's Financial District-South Beach neighborhood. We help individuals and families build a clear plan for their money, from everyday budgeting and long-term savings to investment strategy and retirement goals.
Our work starts with understanding where you are today and where you want to be, so that each recommendation fits your situation. We serve clients across San Francisco and the wider Bay Area who want straightforward, personal guidance from a dedicated advisor.
Our approach is built on clear communication, so you always know the reasoning behind a decision and what it means for your future.
Learn more and get in touch through our website.
Our work starts with understanding where you are today and where you want to be, so that each recommendation fits your situation. We serve clients across San Francisco and the wider Bay Area who want straightforward, personal guidance from a dedicated advisor.
Our approach is built on clear communication, so you always know the reasoning behind a decision and what it means for your future.
Learn more and get in touch through our website.